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Interested in learning more about Magnolia Wealth Strategies?

Available Position Financial Services Representative

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The Opportunity

We're looking for a dynamic and self-motivated financial services representative to join our growing team. You will prospect and generate leads through networking and referrals, build long-term relationships, and provide inclusive financial solutions for clients. In this position, you'll have the opportunity to walk your clients through the most important financial challenges and triumphs of their lives. That means working alongside experienced and talented advisors, making connections and building your professional network, and working in an environment designed to help you grow your practice.
 
 
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What To Expect

We believe in nurturing the success of our recruits right from the start. Within the first six months, you'll:

> Set goals and determine your path as a financial professional
> Learn the ins-and-outs of prospecting and reaching out to clients
> Define your target markets and learn how to brand your business Learn the fundamentals of fact-finding and gathering client information
> Gain an understanding of MassMutual products and services
> Develop and refine your interpersonal and soft skills Learn how to leverage technology to build your business
> Network and connect with experienced professionals
> Compensation is performance-driven, with the potential for unrestrained earnings and multiple streams of income. Plus, you'll have access to a competitive benefits package, including medical and dental, life and disability insurance, and thrift and pension plans.
 
 
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Your Skill Set

> You are disciplined and self-motivated
> You have strong interpersonal and customer service skills
> You have an entrepreneurial and go-getter mindset You're willing to go the extra mile for your clients
> You have presentational and organizational skills
> You have a BA, BS, or relevant work experience
 
 
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Benefits & Compensation

What do you expect from a general agency of Massachusetts Mutual Life Insurance Company (MassMutual)? How about a great benefits package that can help give peace of mind to you and the ones you love. Financial Services Representatives become eligible for subsidized benefits as of their contract endorsement date and remain eligible if they meet specific production requirements.

Retirement Program

  • Cash Balance Plan (Pension)
  • Qualified Thrift/401(k) Plan
  • Nonqualified Thrift Plan

Health & Welfare Plans

  • Medical Coverage
  • Dental and Vision Coverage
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA): Dependent Care
  • Dependent Life Insurance
  • Disability Income Insurance
  • Short-term Disability (STD)
  • Insurance Long-term Disability (LTD) Insurance

Tools & Training

When you join our team, you’ll know you aren’t alone in your quest for success. Our specific models form a roadmap for you. We also provide industry-leading tools and technology, and access to a large network of experienced professionals and resources to consult with along the way.

Introductory Training Programs & Technology

  • Coverpath
  • University EZ-App
  • MobileIron
  • LastPass
  • Advisor360
  • OneDrive
  • 12 Week Year Program
  • Zoom/Microsoft Teams
  • Social Media Marketing Tool

Professional Training

  • Professional Designation
  • Program Sandler Sales
  • Training Continuing Education Programs

Support & Collaboration

One of the many things that makes us different is our culture. We’ve created a supporting and collaborative entrepreneurial system which provides you with the freedom to do what’s best for your clients every time.

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MassMutual Company Details

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. (www.sipc.org) 3838 N Causeway Blvd. Suite 3400, Metairie, LA 70002. (504) 613-2000

** Eligibility applies only to those Financial Services Professionals who hold a full-time career contract (X4X) with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

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